Insight Wealth Strategies, LLC
CIK: 0001749914SEC EDGAR →
Portfolio Value
$822K
Holdings
171
As of
Q4 2025
New Positions
16
Closed Positions
16
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CHEVRON CORP NEW | 219,858 | $34K | 4.08% |
| 2 | ISHARES TR | 276,655 | $30K | 3.71% |
| 3 | VANGUARD SCOTTSDALE FDS | 398,650 | $30K | 3.68% |
| 4 | ISHARES TR | 320,946 | $28K | 3.40% |
| 5 | GOLDMAN SACHS ETF TR | 649,776 | $28K | 3.39% |
| 6 | BLACKROCK ETF TRUST | 452,161 | $27K | 3.34% |
| 7 | INVESCO EXCH TRADED FD TR II | 223,586 | $27K | 3.25% |
| 8 | T ROWE PRICE ETF INC | 483,518 | $25K | 3.02% |
| 9 | ISHARES TR | 476,471 | $24K | 2.92% |
| 10 | LEGG MASON ETF INVT | 595,158 | $22K | 2.67% |
Quarterly Changes
New Positions (15)
$16K · 637K shares
$16K · 351K shares
$14K · 640K shares
$6K · 154K shares
$5K · 29K shares
$5K · 122K shares
$5K · 142K shares
$5K · 96K shares
$4K · 244K shares
$4K · 267K shares
$4K · 142K shares
$3K · 55K shares
$301 · 9K shares
$260 · 242 shares
$202 · 1K shares
Closed Positions (15)
$23K · 482K shares
$19K · 449K shares
$12K · 568K shares
$6K · 139K shares
$5K · 82K shares
$5K · 18K shares
$4K · 45K shares
$4K · 79K shares
$3K · 25K shares
$3K · 108K shares
$388 · 17K shares
$305 · 3K shares
$260 · 1K shares
$254 · 1K shares
$200 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 93 | $529K | 64.3% |
| Technology | 23 | $104K | 12.6% |
| Energy | 7 | $50K | 6.0% |
| Healthcare | 11 | $33K | 4.0% |
| Unknown | 9 | $32K | 3.9% |
| Consumer Cyclical | 7 | $22K | 2.7% |
| Industrials | 10 | $22K | 2.7% |
| Communication Services | 4 | $12K | 1.4% |
| Consumer Defensive | 4 | $6K | 0.7% |
| Basic Materials | 1 | $6K | 0.7% |
| Utilities | 2 | $6K | 0.7% |